This past weekend I attended Wikimania, the annual worldwide conference for Wikipedia and related wiki-sites, this time held in London and the third I’ve attended. And for the first time, this year, I was a speaker. The presentation was called “We Need to Talk About Paid Editing: Sorting Out Wikipedia’s Most Enduring Argument” and its subject matter is fairly self-evident: Wikipedia has struggled for years with the fact that its volunteer-first community attracts outside interests seeking (or offering) monetary recompense for changes to articles.

On the English Wikipedia, the operating consensus is that paid contributors should refrain from editing directly, and instead seek help from volunteers. The most important factor in this is the opinion of Jimmy Wales, Wikipedia’s co-founder and unofficial community leader—an unwritten rule often referred to as the “Bright Line”. Interestingly enough, this is not the case on other language editions: the French, German, and Swedish Wikipedias tend to be much more accommodating of companies and organizations that seek to change (sometimes even directly edit) the Wikipedia article about themselves.

The goal of myself and my co-presenters was to put all of this together for the first time in a public meeting of Wikipedians, to hold an open discussion about what it means, and to consider whether it is possible to agree on a unifying standard. And the result? Well, it was a very successful presentation, with a packed room (even though we were in the last block of time on the last day) and a lively conversation that could have gone much longer than the 90 minutes allotted. Below, our slides, and an explanation of what we discussed:

I had two co-presenters for the panel, and two guest presenters joined us as well. My main collaborators were longtime English Wikipedia contributor / chronicler Andrew Lih (User:Fuzheado), and French Wikipedia contributor / marketing executive Christophe Henner (Utilisateur:Schiste). The two others were former Wikimedia Italia VP Cristian Consonni (Utente:CristianCantoro), and Telecom Italia executive Federico Ascari.

The deck above is short on explanatory text—it was meant to support our speaking on the subject, of course—but it went a little something like this:

Slides 1–12 — Leading the way, Andrew delivered a whirlwind history of “paid editing” and other “conflict of interest” edits on Wikipedia, including several of the better known controversies. Most interesting, Andrew created a four quadrant chart showing how paid (and unpaid) editing differs based on whether it is perceived as “conflicted” or “unconflicted”.

Slides 13–23 — Here’s where I told a bit of my own story as a consultant on Wikipedia projects for clients, explained how we fit into the so-called Bright Line (short version: I follow it, but it doesn’t work as well as it should), and the Donovan House meeting of Wikipedians and PR thought leaders I convened in February, plus the multi-agency statement which came out of it. As of August 2014, following my lead, 35 companies including the very largest global firms, have pledged to follow Wikipedia’s rules and encourage clients and colleagues to do the same.

Slides 24-27 — Christophe described his past work with French telecom Orange to improve its Wikipedia presence, a debate among Wikipedians about whether this was handled correctly, and frustrations by his former client, Yamaha, which was less successful working with Wikipedia but instead created its own wiki.

Slides 28–34 — Cristian and Federico took turns explaining the project they undertook. In short, Telecom Italia partnered with a university class, recruiting 6 students completing their undergraduate work, to research and write improved versions of several articles about the company, with input from Cristian and the Italian chapter of Wikimedia.

Slides 35–40 — I previewed the next step in the process started with the Donovan House group: an ebook called “Wikipedia and the Communications Professional”, to be released in September 2014. After this, I moderated a free-flowing discussion of these issues among attendees.

And a very interesting discussion it was. I probably shouldn’t try to summarize the discussion, in part because I’ll forget things, in part because I wouldn’t want to characterize a discussion that is still evolving, and in part because this post is already plenty long enough. There will be much more to say in just a few weeks’ time.

I think there is a good chance that today will prove to be a significant one—a dangerous thing to hope for, perhaps—but I’m optimistic that it will be, and for good reasons. I’ll explain.

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As a number of folks in my Wikipedia orbit have been aware for some time, in February of this year I organized a roundtable discussion, held in a conference room at the Donovan House hotel in Washington, DC, comprising: a) representatives of digital practices at some of the world’s largest PR and marketing firms, b) individual members of the Wikipedia community, and c) academics who follow Wikipedia closely. The conversation was intended to build on the dialogue begun in early 2012 via the Corporate Representatives for Ethical Wikipedia Engagement (CREWE) Facebook group. Indeed, several participants in our conversation have been longtime contributors to that one.

In all we had 12 participants from both Wikipedia and the PR industry, and this was the first time to my knowledge that such a group had ever been convened, at least in United States, to discuss their perspectives on how the two have interacted previously, and how they might in the future. I would say that participants on both sides of the conversation were pleasantly surprised to find a real dialogue was possible, and they had more in common than some may have expected.

Many ideas about how communications professionals could meaningfully participate in—and improve—Wikipedia were raised in the discussion, but the first one that made sense to tackle is one we are announcing today. The agency participants, led by yours truly, collaborated on a multi-agency statement, for the first time expressing, in one voice, a respect for Wikipedia’s project, then intention to do right by it, to give good advice to colleagues and clients, and to continue the dialogue however possible. While the agencies and their representatives are the actual participants, it was shaped by ongoing conversation with these Wikipedians and others. It’s only an olive branch, but I believe it’s a necessary first step.

As of 10am Eastern Time we have posted this as an essay on Wikipedia with 11 agencies joining—nearly all who attended in February, plus a few more who agree with the effort and wish to adopt the same standard. Indeed, we hope this becomes an industry standard, and the basis for a new phase of, well, let’s call it perestroika for the Wikipedia community and communications professionals.

We shall see, of course. I do expect that many on both sides of this divide will be skeptical of this project. To this day, many are surprised to hear about the Wikipedia services offered by my firm, Beutler Ink. Me, I’m surprised that that there have not been more pro-community Wikipedia consultants. Instead, most are familiar with the kinds of stories that usually get the headlines: when someone like a Bell Pottinger or Portland Communications gets their hand stuck in the proverbial cookie jar.

Today’s announcement is the beginning of an effort to change that. If this is a topic of interest to you, I hope you’ll leave a comment on the statement’s discussion page, and join us in talking about how to move this project forward.

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The full statement and current list of signatory agencies follows:

Statement on Wikipedia from participating communications firms

On behalf of our firms, we recognize Wikipedia’s unique and important role as a public knowledge resource. We also acknowledge that the prior actions of some in our industry have led to a challenging relationship with the community of Wikipedia editors.

Our firms believe that it is in the best interest of our industry, and Wikipedia users at large, that Wikipedia fulfill its mission of developing an accurate and objective online encyclopedia. Therefore, it is wise for communications professionals to follow Wikipedia policies as part of ethical engagement practices.

We therefore publicly state and commit, on behalf of our respective firms, to the best of our ability, to abide by the following principles:

To seek to better understand the fundamental principles guiding Wikipedia and other Wikimedia projects.

To act in accordance with Wikipedia’s policies and guidelines, particularly those related to “conflict of interest.”

To abide by the Wikimedia Foundation’s Terms of Use.

To the extent we become aware of potential violations of Wikipedia policies by our respective firms, to investigate the matter and seek corrective action, as appropriate and consistent with our policies.

Beyond our own firms, to take steps to publicize our views and counsel our clients and peers to conduct themselves accordingly.

We also seek opportunities for a productive and transparent dialogue with Wikipedia editors, inasmuch as we can provide accurate, up-to-date, and verifiable information that helps Wikipedia better achieve its goals.

A significant improvement in relations between our two communities may not occur quickly or easily, but it is our intention to do what we can to create a long-term positive change and contribute toward Wikipedia’s continued success.

Participating firms and individual representatives, as of June 10, 2014:

I’m somewhat late by now to one of the bigger Wikipedia-related stories to come along in recent months: the revelation of secretive Wikipedia edits by a London-based PR firm called Bell Pottinger. As reported by the BBC and The Independent and others, Bell Pottinger was caught airbrushing client entries, adding promotional material and removing critical information. Of course, the company’s own Wikipedia profile is now disproportionately about this incident, at least for the time being.

In a swift and thorough investigation, Wikipedia’s volunteers determined that Bell Pottinger employed at least ten accounts, and probably more, to edit more than 100 separate pages. These changes included adding “promotional/excessive language”, including “puffery” and in some cases “unambiguous advertising” by accounts with such innocuous-sounding names as “Biggleswiki”. (Ask not for whom the Bell Pottinger tolls, it tolls for Biggleswiki.)

In spite of myself, I was amused: why is it that supposedly smart, sophisticated PR professionals seem to think the best approach to Wikipedia is duplicity?

Problem is, I think that narrative may be driving the response a bit too much. While the coverage has been mostly responsible, noting that Bell Pottinger committed “possible breaches of conflict of interest guidelines”, it is easy to come away with the impression that any interaction with Wikipedia articles by interested parties is inherently illegitimate. Not unlike the widely-reported incidence of U.S. congressional staff edits to Wikipedia in 2006, or similar incidents uncovered with a tool called WikiScanner in 2007, it ends up stigmatizing editors who would make legitimate edits.

The BBC writes: “While anyone is free to edit the encyclopaedia, the site’s guidelines urge users to steer clear of topics in which they have a personal or business interest.” This is not true for personal interests, and while true for business interests, anyone who knows the site well also knows that it is not the full picture. At least the BBC also quoted Wikipedian David Gerard, noting the investigation would focus on whether the edits were carried out in “bad faith”. More Gerard: “We’re having a close look. What the team is going to do is look at Bell Pottinger’s clients and see what edits have been made.” It so happens these details actually do matter. And even Jimmy Wales, amid more forceful denunciations of the bad actors, told The Independent: “There are ethical PR companies out there.” Not that you ever hear about them.

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As some readers will know, I’ve long been interested in the topic of COI (“Conflict of interest”) editing at Wikipedia. I don’t spend a great deal of time dwelling on the topic here, but indeed it has been a professional focus as well. Over the past few years I have developed best practices for clients, mostly large companies and organizations with existing articles, to facilitate the improvement of those Wikipedia articles in a constructive manner, following Wikipedia’s rules. As noted on the About page of this blog: “My goal has been and will always be to improve such articles while working within consensus.” I’ve carried many of these on my back—these projects are not difficult to find—and helped clients engage under their own name as well. I’m proud of all these, not least because so many find it so surprising.

It shouldn’t be this way. Earlier this year, I teamed up with creative agency JESS3 and marketing automation firm Eloqua to produce a “white hat” guide for marketers and business professionals titled “The Grande Guide to Wikipedia”—a how-to for constructive interaction with the Wikipedia community. The feedback was positive, but I heard more from Wikipedians than from marketing professionals. I have no doubt that furtive, undisclosed edits are common at most firms, not because they seek to do harm (like Bell Pottinger), but because editing transparently seems like too much trouble.

Another reason, and I want to be careful here, is because statements by Jimmy Wales have created the impression that anyone who works for a marketing firm is unwelcome. This goes back to the business involving Gregory Kohs and the MyWikiBiz controversy, where Wales’ “shoot on sight” comments remained effectively the only quote on the matter for a long time. Kohs, openly hostile to Wikipedia and vocal about his intent to subvert Wikipedia was, for a long time, the only model. No doubt this unfortunate turn of history kept well-meaning COI editors in the shadows.

But I’m not alone in thinking that this needs to change. Recently, a social media marketer named David King wrote a very good blog post titled “Why Wikipedia Needs Marketers”, which included this astute observation:

The volume of [Wikipedia] content is growing, but the active contributors to maintain, update and police those articles is shrinking. As this trend continues, vandalism, bias, outdated information and blatant factual errors will run even more rampant.

Marketers are the most motivated to maintain Wikis on subjects important to them and invest the time in providing quality, well-verified content. We can fill this gap if we can learn to support Wikipedia’ s encyclopedic goals and follow the rules.

COI contributors introduce bias, but I’m also concerned of the bias without them. Some of our most knowledgeable and motivated contributors are COIs. Does that mean we open the doors wide? Absolutely not. COIs are like political lobbyists. We’re needed but our participation needs to be a delicate and well regulated one. But through teamwork, education, awareness, process, a better ecosystem we could change the tides.

I half-agree with this. I think the analogy of lobbyists is incorrect; “COI editors” should self-regulate their own contributions, as Wikipedia’s Conflict of interest guideline itself says: “Where advancing outside interests is more important to an editor than advancing the aims of Wikipedia, that editor stands in a conflict of interest.” Conflict of interest is not fait accompli; a conscientious editor can and should acknowledge the potential for conflict of interest, and take steps to mitigate that. This should include seeking consensus for making edits outside of what the COI guideline describes as patently “non-controversial edits”.

But he’s right that such edits should also be well-regulated, although they are not now. In practice, following the advice of the Paid editing essay and seeking consensus at the Conflict of interest/Noticeboard (COI/N) or at various WikiProjects can present significant delays, another non-trivial obstacle for marketing and PR professionals who might then choose to just edit without providing adequate disclosure.

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David King is also right that there needs to be a better ecosystem, both to support and to regulate such editing activity. But such a system is unlikely to happen on its own. The answer may lie in an accommodation not unlike the one that accepts the role of ethical PR professionals on Wikipedia. To wit: although the spirit of Wikipedia is for it to be volunteer-edited, there are cases where COI editors, whether paid representatives or smart employees, can help address problem areas with certain articles. Likewise, the Wikimedia Foundation plays no role in setting editorial policy, but it can and should play a role in facilitating responsible COI activity.

There are good, active editors at COI/N who frequently catch bad actors (and infrequently help good ones) but unless their ranks are expanded significantly, they would have a difficult time handling the volume, were marketers to wise up and learn to follow Wikipedia’s rules. Why not help them out?

I suggest that a model already exists: through outreach efforts described in the Wikimedia Foundation’s Strategic Plan (PDF) and embodied in the Wikimedia Ambassador Program, resources could be put toward meeting PR professionals halfway. I don’t think the Foundation needs to seek more such editors, in part because they are already here. But it can provide a safe harbor for assistance requests and advice to ensure COI compliance, and make it safe to follow the rules. Yes, there are plenty of how-tos on pages scattered around the website, but if Danny Sullivan is right about one thing, it’s that Wikipedia is confounding to the uninitiated.

Five years ago, Wikipedia was definitely not ready for this. Today I think it is. And I wouldn’t necessarily call it traditional public relations, and certainly not marketing, because Wikipedia is a unique medium with its own rules. I suggest thinking of it as Wikipedia relations, or wiki relations for short. Hesitant Wikipedians should see it as a mark of how far the project has come: while volunteers remain the core of Wikipedia’s community, there is room for professional representatives of outside interests to work constructively in this space.

Returning to Jimmy Wales’ comments above, ethical PR firms and COI editors do exist. With some effort by the Wikipedia community and the Wikimedia Foundation, more can be encouraged, and Wikipedia would be better for it.

Because Eloqua’s audience is marketers, they are also the focus of this guide. One of the first (rhetorical) questions raised in this guide is this: “Is Wikipedia a marketing opportunity?” The answer, more or less, is: “No, but…” While trying to use Wikipedia as a marketing tool is one of the surest ways to find yourself in trouble with Wikipedia editors, there are times where it is appropriate for someone who works with or for a company to make positive suggestions and even some non-controversial edits.

This subject makes Wikipedians understandably nervous. As evidence, consider the many tens of thousands (perhaps hundreds of thousands) of words expended on debating the propriety and rules surrounding paid editing—without coming to a resolution. The result is a confusing place where contributors with a financial interest are not exactly welcome, but also not disqualified. It can be very confusing. As Eloqua’s Joe Chernov writes:

It’s also important to note that we worked hard to preserve the integrity of the Wikipedia community throughout our Guide. We aimed to share how Wikipedia truly works, so that marketers can understand and appreciate it – not so they can game the system. We hope and trust that respect comes through in the content.

I hope you’ll read “The Grande Guide to Wikipedia” and, whether you’re a marketer curious about Wikipedia (more than a few of you, I know) or a Wikipedia editor skeptical of marketers (and not without reason!), I hope you’ll learn something new.